IDU vs. ITOT
Compare and contrast key facts about iShares U.S. Utilities ETF (IDU) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
IDU and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDU is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Utilities Index. It was launched on Jun 20, 2000. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004. Both IDU and ITOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDU or ITOT.
Key characteristics
| IDU | ITOT | |
|---|---|---|
| YTD Return | 8.75% | 4.88% |
| 1Y Return | 5.19% | 23.71% |
| 3Y Return (Ann) | 4.11% | 6.12% |
| 5Y Return (Ann) | 6.05% | 12.26% |
| 10Y Return (Ann) | 8.11% | 11.87% |
| Sharpe Ratio | 0.26 | 1.83 |
| Daily Std Dev | 15.69% | 12.13% |
| Max Drawdown | -53.88% | -55.21% |
| Current Drawdown | -5.56% | -4.54% |
Correlation
The correlation between IDU and ITOT is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IDU vs. ITOT - Performance Comparison
In the year-to-date period, IDU achieves a 8.75% return, which is significantly higher than ITOT's 4.88% return. Over the past 10 years, IDU has underperformed ITOT with an annualized return of 8.11%, while ITOT has yielded a comparatively higher 11.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IDU vs. ITOT - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
IDU vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IDU vs. ITOT - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.49%, more than ITOT's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDU iShares U.S. Utilities ETF | 2.49% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% | 3.36% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.37% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
IDU vs. ITOT - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, roughly equal to the maximum ITOT drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for IDU and ITOT. For additional features, visit the drawdowns tool.
Volatility
IDU vs. ITOT - Volatility Comparison
iShares U.S. Utilities ETF (IDU) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 4.12% and 4.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.